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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,925 | $125,184-37.0% | $105,607-25.3% | $145,884-45.9% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 10.08% | 225.00%-214.9pp | 116.11%-106.0pp | 551.85%-541.8pp |
| Employer contribution / active EE | $920 | $3,720-75.3% | $3,167-70.9% | $4,662-80.3% |
| Participant deferral / active EE | $2,643 | $5,714-53.7% | $5,011-47.3% | $6,690-60.5% |
| Admin fee / account holder | $2,059 | $17,133-88.0% | $10,958-81.2% | $13,392-84.6% |